Professional Services demo
Owner viewWatch WIP, realization, retainer burn, and margin by engagement.
Billable WIP
WIP ready
$12.6K
Retainer burn
72%
CRM Pipeline
Personalized lead-to-cash flow before estimates and invoices.
Role-aware CRM pipeline
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Pipeline
$47,134
Proposal Value
$18,432
Won Value
$0
Active Deals
4
New
1Meridian Corp
Newlegal@meridiancorp.com
$22,410
J. Morrison, Esq.
Partner referral
Qualify need
Qualified
1Diana Reeves
Qualifieddiana.r@email.com
$6,292
Paralegal
Website
Schedule walkthrough
Proposal
1Northstar Holdings
Proposalcounsel@northstar.com
$17,472
Case Manager
Renewal
Send proposal
Approved
1Thomas & Beatrice Langford
Approvedt.langford@email.com
$960
J. Morrison, Esq.
Outbound
Collect approval
Won
0No deals.
Retainers
Track budget burn, included hours, and renewal points before margin slips.
68% utilization
Time Tracking
Turn approved billable time into invoices with audit-ready detail.
$12.6K WIP
Matter/Engagement
Organize tasks, approvals, files, and billing around each client engagement.
9 active